13F 机构持仓

Measured Wealth Private Client Group, LLC

PORTSMOUTH NH · SEC CIK 0001720235

2026Q22026Q1 更早 9 个季度 🔒
$4.14亿2026Q2 申报市值
692持仓数
42.1%前十大占比 · 第一大 6.8%
49 / 85新建仓 / 清仓
申报市值走势$4.14亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VYM 6.8%
SPYG 5.0%
GLD 4.4%
RSP 4.2%
XLK 4.2%
UPS 4.1%
SMH 4.0%
EEM 3.4%
SPY 3.3%
XLV 2.6%

2026Q2 买入最多 按季末市值估算

SPYG 加仓+$1,478.44万
EEM 加仓+$998.42万
KBE 新建仓+$714.29万
XBI 新建仓+$712.73万
IYZ 新建仓+$683.05万

2026Q2 卖出最多 按季末市值估算

SPYV 减仓-$1,459.50万
XLC 减仓-$1,304.02万
XLV 减仓-$862.87万
XLK 减仓-$492.02万
XLF 减仓-$482.24万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
WMT WALMART INC $7.04万0.02%621 274.5% $3,060 加仓
BBT BEACON FINANCIAL CORP. $7.12万0.02%2,337 00.0% — 不变
LNC LINCOLN NATL CORP IND $7.18万0.02%2,030 -2,927-59.0% -$10.35万 减仓
TEL TE CONNECTIVITY PLC $7.18万0.02%356 00.0% — 不变
SANM SANMINA CORP $7.24万0.02%286 -227-44.2% -$5.74万 减仓
— ATKORE INC $7.26万0.02%955 00.0% — 不变
MOG/A MOOG INC $7.33万0.02%173 00.0% — 不变
EMR EMERSON ELEC CO $7.58万0.02%529 10.2% $143 加仓
IJS ISHARES TR $7.68万0.02%562 00.0% — 不变
ACWX ISHARES TR $7.80万0.02%1,025 -15,282-93.7% -$116.31万 减仓
ORI OLD REP INTL CORP $7.81万0.02%1,909 -1,251-39.6% -$5.12万 减仓
OGE OGE ENERGY CORP $7.81万0.02%1,605 -2-0.1% -$97 减仓
CII BLACKROCK ENHANCED LARGE CAP $7.90万0.02%3,022 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $8.03万0.02%286 -129-31.1% -$3.62万 减仓
INTC INTEL CORP $8.30万0.02%594 475399.2% $6.64万 加仓
MMM 3M CO $8.45万0.02%522 350203.5% $5.67万 加仓
MDLZ MONDELEZ INTL INC $8.50万0.02%1,469 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $8.54万0.02%352 -644-64.7% -$15.63万 减仓
AGZ ISHARES TR $8.59万0.02%786 -16-2.0% -$1,749 减仓
NPO ENPRO INC $8.59万0.02%228 -23-9.2% -$8,669 减仓
MKSI MKS INC. $8.72万0.02%196 100104.2% $4.45万 加仓
FXE INVESCO CURRENCYSHARES EURO $8.76万0.02%831 00.0% — 不变
UNP UNION PAC CORP $8.84万0.02%325 00.0% — 不变
ACN ACCENTURE PLC IRELAND $8.86万0.02%712 -494-41.0% -$6.15万 减仓
PHM PULTE GROUP INC $8.96万0.02%653 00.0% — 不变
— FRANKLIN TEMPLETON ETF TR $9.03万0.02%2,522 00.0% — 不变
RBC RBC BEARINGS INC $9.53万0.02%148 -8-5.1% -$5,152 减仓
MCHI ISHARES TR $9.63万0.02%1,887 -27,924-93.7% -$142.48万 减仓
DINO HF SINCLAIR CORP $9.79万0.02%1,406 -975-40.9% -$6.79万 减仓
EFV ISHARES TR $10.08万0.02%1,317 00.0% — 不变
ACM AECOM $10.16万0.02%1,456 1,456— $10.16万 新建仓
QQQ INVESCO QQQ TR $10.24万0.02%139 6895.8% $5.01万 加仓
CVX CHEVRON CORPORATION $10.40万0.03%627 00.0% — 不变
ALL ALLSTATE CORP $10.54万0.03%443 00.0% — 不变
IDV ISHARES TR $10.73万0.03%2,591 00.0% — 不变
EFA ISHARES TR $10.95万0.03%1,054 -141-11.8% -$1.46万 减仓
IJR ISHARES TR $11.08万0.03%747 15426.0% $2.28万 加仓
ASML ASML HLDG NV $11.14万0.03%56 -10-15.2% -$1.99万 减仓
MTG MGIC INVT CORP WIS $11.44万0.03%4,058 -8,353-67.3% -$23.56万 减仓
SPYM SPDR SERIES TRUST $11.70万0.03%1,331 00.0% — 不变
META META PLATFORMS INC $11.85万0.03%210 -1-0.5% -$564 减仓
EEMV ISHARES INC $11.87万0.03%1,577 -273-14.8% -$2.06万 减仓
SPMB SPDR SERIES TRUST $12.56万0.03%5,631 -282-4.8% -$6,291 减仓
AJG GALLAGHER ARTHUR J & CO $12.64万0.03%550 10.2% $230 加仓
FPE FIRST TR EXCH TRADED FD III $12.65万0.03%7,075 -440-5.9% -$7,868 减仓
DUK DUKE ENERGY CORP NEW $13.03万0.03%1,029 16419.0% $2.08万 加仓
CB CHUBB LIMITED $13.05万0.03%383 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $13.36万0.03%1,784 -3-0.2% -$225 减仓
T AT&T INC $14.02万0.03%6,773 -1,499-18.1% -$3.10万 减仓
LLY ELI LILLY & CO $14.51万0.04%121 76.1% $8,396 加仓
EBAY EBAY INC. $14.64万0.04%1,310 -1,265-49.1% -$14.14万 减仓
COST COSTCO WHOLESALE CORPORATION $14.78万0.04%158 00.0% — 不变
YUM YUM BRANDS INC $14.99万0.04%938 00.0% — 不变
CAT CATERPILLAR INC $15.24万0.04%143 107.5% $1.07万 加仓
LMT LOCKHEED MARTIN CORP $15.39万0.04%302 -202-40.1% -$10.29万 减仓
DELL DELL TECHNOLOGIES INC $15.58万0.04%361 -45-11.1% -$1.94万 减仓
TSLA TESLA INC $15.73万0.04%374 -17-4.3% -$7,150 减仓
PAYX PAYCHEX INC $15.77万0.04%1,604 -70-4.2% -$6,883 减仓
INSW INTERNATIONAL SEAWAYS INC $15.78万0.04%2,060 2,060— $15.78万 新建仓
WEC WEC ENERGY GROUP INC $16.49万0.04%1,412 00.0% — 不变
UGI UGI CORP NEW $16.62万0.04%4,813 -19,516-80.2% -$67.41万 减仓
CNQ CANADIAN NAT RES LTD MED TER $16.79万0.04%4,250 4,250— $16.79万 新建仓
SLYG SPDR SERIES TRUST $17.11万0.04%1,436 -180-11.1% -$2.14万 减仓
HD HOME DEPOT INC $17.21万0.04%488 -141-22.4% -$4.97万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $17.27万0.04%1,894 1,894— $17.27万 新建仓
WM WASTE MGMT INC DEL $17.27万0.04%775 20.3% $446 加仓
CPA COPA HOLDINGS SA $17.44万0.04%1,121 1,121— $17.44万 新建仓
VZ VERIZON COMMUNICATIONS INC $17.70万0.04%4,180 60817.0% $2.57万 加仓
KO COCA COLA CO $18.08万0.04%2,225 -150-6.3% -$1.22万 减仓
DVY ISHARES TR $18.18万0.04%1,163 00.0% — 不变
MPC MARATHON PETE CORP $18.19万0.04%711 00.0% — 不变
WFC WELLS FARGO & CO $18.97万0.05%2,295 00.0% — 不变
GOOG ALPHABET INC $18.97万0.05%537 00.0% — 不变
IWF ISHARES TR $19.02万0.05%1,532 00.0% — 不变
IVE ISHARES TR $19.30万0.05%850 00.0% — 不变
TNK TEEKAY TANKERS LTD $19.34万0.05%2,981 2,981— $19.34万 新建仓
SO SOUTHERN CO $19.43万0.05%2,030 00.0% — 不变
MFC MANULIFE FINL CORP $19.56万0.05%4,829 -2,731-36.1% -$11.06万 减仓
ABT ABBOTT LABORATORIES $19.70万0.05%2,171 -70-3.1% -$6,352 减仓
MCD MCDONALDS CORP $19.96万0.05%739 00.0% — 不变
SNA SNAP ON INC $20.04万0.05%498 00.0% — 不变
VTV VANGUARD INDEX FDS $20.11万0.05%923 00.0% — 不变
GWW WW GRAINGER INC $20.13万0.05%148 00.0% — 不变
NFG NATIONAL FUEL GAS CO $21.04万0.05%2,725 -10,804-79.9% -$83.42万 减仓
TRGP TARGA RES CORP $21.14万0.05%788 30.4% $805 加仓
BNY BANK OF NY MELLON CORP $21.43万0.05%1,482 -1-0.1% -$145 减仓
TXN TEXAS INSTRS INC $22.12万0.05%742 -33-4.3% -$9,836 减仓
SLYV SPDR SERIES TRUST $22.14万0.05%2,029 -165-7.5% -$1.80万 减仓
VO VANGUARD INDEX FDS $22.53万0.05%2,796 -2,704-49.2% -$21.79万 减仓
MSI MOTOROLA SOLUTIONS INC $22.80万0.06%549 00.0% — 不变
V VISA INC $22.82万0.06%665 00.0% — 不变
FCX FREEPORT MCMORAN INC $23.04万0.06%3,663 -366-9.1% -$2.30万 减仓
ELAN ELANCO ANIMAL HEALTH INC $23.33万0.06%9,480 -11,368-54.5% -$27.98万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $23.50万0.06%492 -15-3.0% -$7,164 减仓
TYL TYLER TECHNOLOGIES INC $23.69万0.06%810 00.0% — 不变
NEM NEWMONT CORP $23.70万0.06%2,538 1225.0% $1.14万 加仓
EXC EXELON CORP $23.87万0.06%5,120 -23,320-82.0% -$108.72万 减仓
PG PROCTER & GAMBLE CO $24.08万0.06%1,642 00.0% — 不变
NUE NUCOR CORP $24.19万0.06%1,086 -85-7.3% -$1.89万 减仓
ADM ARCHER DANIELS MIDLAND CO $24.64万0.06%3,225 -405-11.2% -$3.09万 减仓